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  1. When an account is reconciled and the report is created for the period, it would be nice if there was a little summary alert for the end date of the most recent report on the dashboard tile (i.e. reconciled up to and including 28 Feb 2025). This would help to make VERY clear immediately which accounts are reconciled to which date and help to plan which accounts need work or need a report and which are done for the reporting period you are working on.

    5 votes

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  2. BRAND NEW RECONCILE PERIOD - when a period is 'reconcile' and a report is created it should really prevent bank feeds from interfering. I am told by Xero support this was not considered in the creation of this new feature even though it locks the account separate to the 'financial settings' what is the point if it allows other information to be added once the account is reconciled??

    4 votes

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  3. A feature that allows an email to be sent for a voided invoice to the client so they have confirmation the invoice is voided as verification.
    This can be as simple as taking the invoice template / previously generated pdf and branding "VOIDED" or "CANCELLED" on top of it.

    1 vote

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  4. Once Payroll is posted we require the relevant reports (journal and activity), I feel a download link (alike the one for payslips) would be beneficial rather than having to view reports and then having to export download for printing or saving purposes, this would save users time.

    1 vote

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     ·  0 comments  ·  Payroll  ·  Admin →
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  5. I feel on the bank Reconciliation page, there should be links to both "Invoices owed to you" and "Bills you need to pay" I feel this would make navigation quicker and simplify the reconciling process.

    1 vote

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  6. Looking for deleting wrongly created General Pool, which were created during the conversion of file to Xero Blue. Currently we can record an end date to the pool, but it doesn't stop the previous pools to stop appearing on the 'Run Depreciation' screen. No balances recorded, no movement at all.

    1 vote

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  7. Allow Tagging on Transfers Money transactions on the Reconcile Screen and Allow Find and Recode to add tagging to Transfer Money Transaction.

    1 vote

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  8. I would love the ability to have the project's name and my business's name in the title of my invoices when I download them. I know I can manually do this, but it would make it much easier for customers paying my invoices and filing them to have my name and project number in the title.

    1 vote

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  9. Hi, Id like to see an option for more fields within invoicing. One main field that I think would be useful (well, it definitely would for our business) is to add a differential within quantities. for example - We would invoice of a number of pallets sold to a customer. However on the pallet it may contain 50 packs or boxes. But on other pallets it may only contain 40 larger packs/ boxes but at the same value. for an example I have included a snapshot of one of our suppliers invoices.
    Many Thanks

    1 vote

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  10. Reviewing VAT Returns

    I don't know if it is just me, but when I am reviewing VAT returns and looking at the transactions, as I scroll down the screen I can lose track of what VAT rate I am looking at if there are lots of transactions.

    Would it be possible to add a column or a header that states the VAT rate on the transaction schedule that remains visible on the screen as you scroll?

    Scrolling up and down to check or locate specific VAT Rates wastes a lot of time.

    Thanks

    Sarah

    1 vote

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  11. Can you recon your accounts once and next time it is the same I have alot of recons that are always the same How do you keep it for next time to recon

    1 vote

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  12. At the moment you can't directly Upload bills from the files inbox we are having to download the files then upload them. Seems like an obvious feature.

    1 vote

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  13. To enhance efficiency and save time, it would be highly beneficial to integrate the payroll system in Xero with Crezco Online Banking. This integration would allow wages to be paid directly through Xero, similar to how bills are currently managed. By automating the connection between Xero's payroll system and Crezco, users could avoid the manual process of downloading payroll documents, uploading them to Crezco, and processing payments. This streamlined approach would significantly reduce administrative tasks and improve overall productivity.

    2 votes

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     ·  0 comments  ·  Payroll  ·  Admin →
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  14. When looking at the notes of a batch payment, it says "remittance advice emails were sent to 16 suppliers" - but I can't see anywhere that will tell me which 16 suppliers & which email addresses they were sent to. It would be great if I could see that.

    3 votes

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  15. Nowadays everyone include a credit card surcharge when paying a bill. However when the bill is recorded originally, it is without the surcharge. When applying payment to the bill, if we are in the bill screen and we apply an amount higher than the original invoice it records as an overpayment and creates a credit note. There should be an option like in the bank rec screen where it allows us to type in the surcharge so that the surcharge takes the same character as the original invoice. Currently, I have to manually adjust the original invoice to include the…

    2 votes

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  16. Can we please have the ability to set up daily repeating invoices - currently the only option is weekly or monthly. I can't find an easy work around so far.

    1 vote

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  17. Customising and adding Employee Details Fields so that Employee Details Reports can be produced providing all required information and important information regarding the employee can be kept. For example, licence numbers, certifications etc.

    1 vote

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  18. Hi There, curious to know, does Xero provides report 63 days payroll liability report. This is needed to accrue for the liability at the end of each tax year, since IRD allows this accrual to be accounted, with one condition, if the company has paid the staff with in 63 days from the end of each tax year. I know, this report is availabe by the other payroll software. Can this report be extracted from payroll reports.
    thanks
    Murli Vasu
    SBA Albany

    1 vote

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     ·  0 comments  ·  Payroll  ·  Admin →
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  19. Please have a default bank account in the add payment function. Have to manually enter the number or search for the bank account through your whole chart of accounts. Old invoicing had bank accounts automatically in this box.

    4 votes

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    Thanks for your feedback, Jacqueline. We don't have immediate plans for being able to set a default bank account for payment on an invoice, but we'll start to track this here and I'll share if there's any plans made.

  20. Integrate invoicing with the US Govvernment Invoice Processing Platform, which covers nearly all invoicing of US Government Contracts, other than DoD and Intelligence Community. Right now, there’s only a manual entry process from a Xero generated invoice. https://www.ipp.gov/

    1 vote

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